How to Import Bank Statements into FreshBooks: Step-by-Step Guide
•5 min read
Struggling to get your bank statements into FreshBooks?
This guide shows you exactly how to convert PDF statements and import them into FreshBooks for accurate bookkeeping.
Why Import Bank Statements to FreshBooks?
- Save hours of manual data entry
- Reduce errors in transaction recording
- Maintain accurate financial records
- Simplify reconciliation process
Step 1: Convert PDF to CSV
First, convert your bank statement PDF to CSV format using our converter:
- Upload your PDF
- Select the transaction table
- Export as CSV
Step 2: Format for FreshBooks
FreshBooks requires specific column headers. Our converter automatically formats data correctly for FreshBooks import.
Step 3: Import to FreshBooks
In FreshBooks, navigate to Banking > Import and upload your CSV file. Map the columns if prompted and review transactions.
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